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GlobalSource Partners estimates a 45% probability that President Dina Boluarte faces a successful impeachment before her term ends in July 2026. The report says Peru's economy grew sluggishly in Q2 and forecasts 2.7% growth for full-year 2025.
It also notes the sol has appreciated against the dollar, which lowers its year-end inflation forecast to 2% and opens room for one 25 bp rate cut, while its PEN3.7/USD year-end projection is unchanged.
A stronger sol reduces the local cost of imported feed inputs such as corn and soymeal, but political risk could reverse the currency gain and raise import costs for Peruvian feed buyers.
globalsourcepartners.comAlfredo ThorneJul 15, 2025Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
